Product location change in Onix Inspect

If, during an equipment inspection in Onix Inspect, the technician discovers that the inspected product is registered under Company 1, but the equipment has actually been sold to Company 2, how can they transfer the already registered product in the system from Company 1 to Company 2 in order to avoid creating a duplicate?

Hi @Dmitrijs_Asrijancs

Thank you for your inquiry :wink:

Company 1 can change the ownership in their Onix Work account.

See step-by-step instructions regarding how to do so in this article [FAQ] How to change equipment ownership.

Make sure that company 1 has an active connection with company 2 to be able to transfer equipment to company 2’s Onix Work account. Otherwise, please establish a company connection following this guide.

Hi @daisy.phan
Our clients do not and will not use Onix Work to test their equipment, as we are an accredited company to test their equipment.
How can our inspector change the location of an item in the Onix Inspect program?

Hi @Dmitrijs_Asrijancs

Thank you for your feedback!

At the moment, ownership changes are designed to be initiated by the current owner of the equipment. This means that the current owner can transfer the equipment from their company to another owner, but a different company cannot directly change the ownership of equipment that currently belongs to someone else.

This approach helps ensure that ownership changes are made by the party currently responsible for the equipment and that the transfer is properly authorized.

Hi @daisy.phan

Okay, let’s take another example.

Our technician arrives to inspect equipment for a customer who has several locations at different addresses. The technician goes to location 1 and selects location 1 in Onix Inspect.

During the inspection, he sees a piece of equipment that is actually registered under location 2. However, the technician does not know this, as he cannot verify it at that moment.

Question: how can we avoid creating a duplicate piece of equipment?

I will explain our role in equipment inspection for our customers.

We are a company in Latvia that performs annual inspections of lifting equipment for heavy loads, as well as other types of equipment. As a competent company, we are authorised to issue inspection reports confirming that the inspection has been completed. We also maintain records of all equipment in the Onix system. This is managed by us, not by the customer.

The customer is usually not interested in subscribing to Onix, as they do not see a need for it. We manage all equipment records ourselves, while the customer only needs an official document confirming that the equipment has been inspected and is safe to use.

We have more than 700 companies across Latvia using our equipment inspection services. That is why these details are very important to us: they help reduce chaos in the data, allow us to track specific equipment without issues, avoid confusion in the records, and prevent the same product from being created multiple times.

Therefore, if we notice that equipment has been transferred to another company or to another location, we move it manually in the system, because customers do not inform us about the rotation of their own equipment.

Hi @Dmitrijs_Asrijancs

Thank you for your clarification :wink:

Sounds like the equipment owners in your case are not using Onix Work and your company are the one who creates as well as manages their equipment in your Onix Work account.

If so, you are absolutely capable of updating equipment ownership in Onix Work, following my previous instructions.

Can you give it a try and let me know in case of further concerns? Thank you!

Hi @daisy.phan

Thank you for your explanation.

However, in our case the situation is a bit different. We are not only inspecting the equipment, we are also maintaining the equipment database in Onix on behalf of our customers.

Most of our customers do not use Onix Work and do not manage their equipment records themselves. They only expect to receive the official inspection report from us. Therefore, in practice, they will not transfer ownership or update locations in Onix.

This creates a problem for our inspectors in Onix Inspect:

  • the equipment may physically be at Location 1;
  • in Onix it may still be registered under Location 2 or even another company;
  • the inspector cannot always know this during the inspection;
  • if the item is not visible under the selected location, the inspector may create a new item;
  • this leads to duplicate equipment records.

Our goal is to avoid duplicates and keep the equipment history correct.

Would you please clarify what the recommended workflow is for inspection companies like ours, where we manage the equipment register for customers?

Specifically:

  1. Can an inspector move equipment from one location to another during inspection in Onix Inspect?
  2. If the equipment is registered under another company/customer, is there any function in Onix Inspect that allows us, as the service provider, to transfer or correct the equipment record?
  3. If this is not currently possible, what is the best practice to avoid duplicate creation in Onix Inspect?

Hi @Dmitrijs_Asrijancs

Currently, it’s only possible to update location and area of the same company in Onix Inspect.

If the equipment actually belongs to another owner, the only way is to update owner and location info in Onix Work.

I am moving your request to Product Ideas so our Product Managers can pick it up from here and consider feature implementations if feasible.

Thank you for your patience!